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Dec 10, 2012
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numbers came out saturday for china. i think italy has been remarkably good. so this was a big game changer. italy had been a part of the good story of european recovery. now it's back. >> all to monti was never intended to be there for the long term. >> sure. >> in fact, he may be leaving a month earlier than originally planned. this should not be a surprise in the larger context. while we may mention berlusconi's name right now, he's not expected to win. >> look, we knew that monti was successful. >> it may be whoever follows him is going to roll some of the gains that he's had. so-called gains. >> that's going to cause ripples here. look, on saturday night, i said, we're going to have a nice opening. china's good, people know that monti is not really going to hurt italy. i think if china continues the momentum, but the number -- >> the ex sports were less than expected in the month of november. which is a concern. then there's this perverse glass half full, that some data comes in lower, it might fuel the case for sti
numbers came out saturday for china. i think italy has been remarkably good. so this was a big game changer. italy had been a part of the good story of european recovery. now it's back. >> all to monti was never intended to be there for the long term. >> sure. >> in fact, he may be leaving a month earlier than originally planned. this should not be a surprise in the larger context. while we may mention berlusconi's name right now, he's not expected to win. >> look, we...
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Dec 12, 2012
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they love coal in china. i don't want to make a judgment on whether that's -- but they are huge coal plant builders there. huge. >> an important one to watch. we'll talk about a bunch more after the break. what does goldman have to say about the state of the economy. we'll get that exclusive a little bit later in the show. costco, as we said, set to open higher after that better than expected number. will other retailers follow suit. we'll get the answer when the opening bell rings in just about 4 1/2 minutes. if you think running a restaurant is hard, try running four. fortunately we've got ink. it gives us 5x the rewards on our internet, phone charges and cable, plus at office supply stores. rewards we put right back into our business. this is the only thing we've ever wanted to do and ink helps us do it. make your mark with ink from ch [ male announcer ] this is steve. he loves risk. but whether he's climbing everest, scuba diving the great barrier reef with sharks, or jumping into the market, he goes with
they love coal in china. i don't want to make a judgment on whether that's -- but they are huge coal plant builders there. huge. >> an important one to watch. we'll talk about a bunch more after the break. what does goldman have to say about the state of the economy. we'll get that exclusive a little bit later in the show. costco, as we said, set to open higher after that better than expected number. will other retailers follow suit. we'll get the answer when the opening bell rings in...
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Dec 17, 2012
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you mentioned the copper, the china plays. the comments. the caterpillars of the world. >> remember when ets, used to buy the actual commodity, i don't know how much, but i do see there's a lot of things that tell me that it indicates maybe we reverse. i don't like big up monday openings. i feel like they often tend to fool people. the empire was not good. it's mixed here. it's just definitively mixed. we're thirsty for those earnings. oracle could be big. ge analysts' meetings could be big. >> it is expected to give guidance for 2013. there's a 2:00 p.m. eastern time conference call, i believe, associated with that. so we may be learning some things in terms of at least our expectations next year from ge. increased its dividend last week, that not that long ago during the financial crisis was cut. rather substantially. over the last year, ge capital has begun paying a dividend yet again to its parent ge. and so it will be interesting to hear. we should point out ge still owns 49% as well as universal. >> ge made a major move. into oil and
you mentioned the copper, the china plays. the comments. the caterpillars of the world. >> remember when ets, used to buy the actual commodity, i don't know how much, but i do see there's a lot of things that tell me that it indicates maybe we reverse. i don't like big up monday openings. i feel like they often tend to fool people. the empire was not good. it's mixed here. it's just definitively mixed. we're thirsty for those earnings. oracle could be big. ge analysts' meetings could be...
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Dec 19, 2012
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china coming back. gm rationalizing europe. >> gm europe, when you say a couple quarters behind ford, are you saying progress in the quarterly financials? >> committed to rationalizing europe. >> again, a larger theme of excess capitalization at u.s. corporations, and the fact that so much money is sitting on balance sheets doing nothing. >> did you read oracle? how much money do they have. they bought back 10 billion worth of stock. these companies, you read through their stories, and you say, not only did they not extend themselves during this downturn, they conserved a lot of cash. by the way, humans did, too, in america. have you seen the numbers that the federal reserve put out last night about how much money is being -- how little debt is being taken down by citizens. we're back to levels of the '90s. federal household debt service came out last night. the percentage of disposable income is 14%, down to 10%. that's 1994 levels. >> that's a big part of morgan stanley's call on citi today. from over
china coming back. gm rationalizing europe. >> gm europe, when you say a couple quarters behind ford, are you saying progress in the quarterly financials? >> committed to rationalizing europe. >> again, a larger theme of excess capitalization at u.s. corporations, and the fact that so much money is sitting on balance sheets doing nothing. >> did you read oracle? how much money do they have. they bought back 10 billion worth of stock. these companies, you read through...
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Dec 21, 2012
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china not as bad as we though, u.s. very strong. so nike, if it goes back to 97, it means we're going to have a real bad couple of days in my view. look at red hat. red hat is a technology company that is deeply involved in the cloud. they, too, had a better than expected number, as did oracle in the cloud. so these are my two tales for the trading today, david. if you pick the best of the best and they go down, you'll really have a couple of -- >> when it comes to the so-called cloud play and the use of it in the competition here, is that one of the key names? >> yes, it allows you to manage cloud in a cheap -- an anti-microsoft business. their partner is sales force.com. i'm really using these as tells. in other words, these are the ones where there's natural buyers. as we just found out how good things are. it wasn't like we found out a month ago. we just found out last night. if they have resilience, the market is going to be more resilient than people think. if they give up the ghost, i think next week's going to be difficult,
china not as bad as we though, u.s. very strong. so nike, if it goes back to 97, it means we're going to have a real bad couple of days in my view. look at red hat. red hat is a technology company that is deeply involved in the cloud. they, too, had a better than expected number, as did oracle in the cloud. so these are my two tales for the trading today, david. if you pick the best of the best and they go down, you'll really have a couple of -- >> when it comes to the so-called cloud...
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Dec 13, 2012
12/12
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and they have a fast-growing chain in china. so for all its problems, i do believe that schulze believes that there is things that they can do to save the company and not only save it but make it prosperous. >> just before we let you go, do you have any appreciation as to what might be an acceptable offer? i mean, are there figures being bandied around from the other side? >> yeah. we've heard that best buy would be comfortable with $20 a share. now, whether or not they get that or not, i don't know. but i think it's interesting that the buzz is out there that the company would be open to $20 a share. you certainly would have heard that just a few months ago when this whole process started. >> thomas, congratulations on your exclusive. it's good to see you. thomas lee from "the minneapolis star-tribune." thank you. >> thank you. >>> speaker boehner coming out just moments ago saying the president needs to step up in the fiscal cliff negotiations. the democratic leadership is preparing to respond. we will bring you comments from
and they have a fast-growing chain in china. so for all its problems, i do believe that schulze believes that there is things that they can do to save the company and not only save it but make it prosperous. >> just before we let you go, do you have any appreciation as to what might be an acceptable offer? i mean, are there figures being bandied around from the other side? >> yeah. we've heard that best buy would be comfortable with $20 a share. now, whether or not they get that or...